Explore Dashboard functionality and learn about more advanced features of key performance indicators like sharing and cloning.

1. MC University
SA04|Managing KPIs and Dashboards

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KPI and Dashboard Defined
Dashboard Functionality
KPI Editing
Advanced KPI Features
Agenda

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What is a KPI?
What is the Dashboard?
KPI and Dashboard Defined

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Key Performance Indicator (KPI) evaluates
performance on measurements
Examples of use cases:
• Average WO Completion
• Average Response Time
• Mean Time Between Failures
• Count of Overdue WOs / PMs
What is a KPI?

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Organization and business practice
specific
Create New, Clone, Trend, and Print
SQL knowledge is required
What is a KPI? (cont’d)

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Special presentation view of KPIs
defined by organization
Displays important information about
KPI:
• Description
• Current value
• Target
• Variance
What is the Dashboard?

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Use Dashboard to:
• Group like KPIs
• Specify display order
• Determine thresholds and graphic format
• Determine which KPIs to trend
What is the Dashboard? (cont’d)

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Accessed from:
• Dashboard Icon on toolbar
• Applications Menu
What is the Dashboard? (cont’d)

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Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality

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Group KPIs by common features (such
as Work Orders, Purchasing, etc.)
Create as many KPI Dashboard Groups
as needed
Multiple KPI Dashboard Groups

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Create new KPI Groups by defining:
• Managed By
• Display Order
• Module ID
• KPI Group Name
• Active?
Multiple KPI Dashboard Groups (cont’d)

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Reports and Charts can be run from
Dashboard
Easy navigation via tabs
Reports and charts are listed in left-
hand column for selection to display
Reports and Charts

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Example of Report selection:
Reports and Charts (cont’d)

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Example of Chart selection:
Reports and Charts (cont’d)

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Valuable for analyzing KPI data from
different perspectives
Controls to limit, define, and compare
data
Filter and Compare

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Filter By and Compare By (multiple
options)
Multiple Selections
Clear All control resets filters
Filter and Compare (cont’d)

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Options from Action Bar to Create New,
Clone, Refresh, Trend, or Print
Action Bar Options

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Now let’s practice navigating the
Dashboard to view and compare KPI
details!
View and Compare KPI: Hands-On

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Select the Dashboard button from the
Action Bar
Select Work Order from the KPI
Dashboard dropdown
View and Compare KPI: Hands-On (cont’d)

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Locate and select the PM Work Orders
Overdue KPI
Select the Compare tab
View and Compare KPI: Hands-On (cont’d)

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Select Shop for the Compare by
dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety /
Regulatory
View and Compare KPI: Hands-On (cont’d)

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KPIs will show for All Shops, Mechanic,
and Safety / Regulatory:
View and Compare KPI: Hands-On (cont’d)

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You have now successfully completed
accessing the Dashboard and
comparing KPIs!
View and Compare KPI: Hands-On (cont’d)

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KPI Editing Overview
Edit Window
KPI Queries
KPI Editing

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Editing is only for advanced users and
MC Staff!
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview

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Displays fields to adjust:
• KPI Name and Description
• Managed By
• Display Order
Edit Window

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• Range
• Critical, Alert, and Optimal values
• Default Format
Edit Window (cont’d)

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Example of Edit Window for Work
Orders Overdue:
Edit Window (cont’d)

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Store the SQL used to drive the data
displayed
Multiple KPI Queries available for
calculations
KPI Queries

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Example of KPI Query for Work Orders
Overdue:
KPI Queries (cont’d)

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Example of advanced multiple KPI
Queries for percentage of non-PM
Follow-Up Work Orders :
KPI Queries (cont’d)

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Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality

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Feature will copy existing KPI to use as
starting point for new KPI
Clone KPI Dialog requires:
• Selection of KPI to Clone
• New KPI name
• Group to place new KPI
Clone

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Track and trend results over time
Trend

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Measurement dropdown allows users
to select KPI for data to display
Date range must be selected
Trend (cont’d)

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KPIs that are beneficial to other
organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share

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Enter a description to inform members
of the benefit or value of KPI
Select the Share KPI button to instantly
share
Share (cont’d)

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Two KPIs displayed for each Home Page
Summary Tab
KPIs displayed can be modified through
Start Up Preferences
Home Page Summary Tab

39. Thank You for
Watching!